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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$522K +$85.6K +1,929 +20%
KA
527
Kintegral Advisory
New York
$513K
JIC
528
Johnson Investment Counsel
Ohio
$512K -$7.64K -172 -1%
Lido Advisors
529
Lido Advisors
California
$509K -$1.55K -35 -0.3%
IWC
530
Integrated Wealth Concepts
Massachusetts
$508K +$504K +11,361 New
QI
531
Qtron Investments
Massachusetts
$507K -$177K -3,996 -26%
LSAG
532
Lake Street Advisors Group
New Hampshire
$505K +$9.94K +224 +2%
WT
533
Whittier Trust
California
$504K -$2.31K -52 -0.5%
AI
534
AXS Investments
New York
$503K -$63K -1,420 -11%
ONB
535
Old National Bancorp
Indiana
$503K +$61.7K +1,390 +14%
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$499K -$10.2K -229 -2%
MAS
537
Meeder Advisory Services
Ohio
$497K -$25.6K -576 -5%
CF
538
Centaurus Financial
California
$495K -$80.8K -1,820 -14%
TMAM
539
Tokio Marine Asset Management
Japan
$494K +$14.6K +329 +3%
EWM
540
Empirical Wealth Management
Washington
$490K +$46.8K +1,054 +11%
AWM
541
Aberdeen Wealth Management
Illinois
$490K +$44 +1 +0%
BAMF
542
BI Asset Management Fondsmaeglerselskab
Denmark
$487K +$223K +5,012 +85%
RWM
543
Ritholtz Wealth Management
New York
$483K +$480K +10,812 New
SBIA
544
Sheaff Brock Investment Advisors
Indiana
$482K
DMBA
545
Deseret Mutual Benefit Administrators
Utah
$481K -$67.2K -1,514 -12%
EI
546
Ellevest Inc
New York
$480K +$142K +3,190 +42%
SC
547
Savant Capital
Illinois
$479K +$26.7K +602 +6%
PCM
548
Parsons Capital Management
Rhode Island
$475K -$400 -9 -0.1%
SP
549
Symmetry Partners
Connecticut
$469K
PCM
550
Perritt Capital Management
Illinois
$465K -$4.71K -106 -1%